Creative Planning’s Origin Bancorp OBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
59,884
+8,941
| +18% | +$320K | ﹤0.01% | 1252 |
|
|
2025
Q1 | $1.77M | Buy |
50,943
+14,263
| +39% | +$494K | ﹤0.01% | 1263 |
|
|
2024
Q4 | $1.22M | Buy |
36,680
+5,190
| +16% | +$173K | ﹤0.01% | 1486 |
|
|
2024
Q3 | $1.01M | Buy |
31,490
+3,444
| +12% | +$111K | ﹤0.01% | 1498 |
|
|
2024
Q2 | $890K | Buy |
28,046
+3,575
| +15% | +$113K | ﹤0.01% | 1489 |
|
|
2024
Q1 | $764K | Buy |
24,471
+4,228
| +21% | +$132K | ﹤0.01% | 1532 |
|
|
2023
Q4 | $720K | Buy |
20,243
+5,175
| +34% | +$184K | ﹤0.01% | 1447 |
|
|
2023
Q3 | $435K | Buy |
15,068
+5,156
| +52% | +$149K | ﹤0.01% | 1649 |
|
|
2023
Q2 | $290K | Buy |
9,912
+489
| +5% | +$14.3K | ﹤0.01% | 1926 |
|
|
2023
Q1 | $303K | Buy |
9,423
+1,446
| +18% | +$46.5K | ﹤0.01% | 1806 |
|
|
2022
Q4 | $293K | Buy |
+7,977
| New | +$293K | ﹤0.01% | 1736 |
|